WIC
MRSH

Woodmont Investment Counsel’s Marsh MRSH Stock Holding History

Woodmont Investment Counsel’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-211
Closed -$14K – 453
2016
Q3 		$14K Buy
+211
New +$14.1K ﹤0.01% 427
2016
Q2 		– Sell
-211
Closed -$13K – 352
2016
Q1 		$13K Hold
211
– – ﹤0.01% 395
2015
Q4 		$12K Buy
+211
New +$11.6K ﹤0.01% 407

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Woodmont Investment Counsel's MRSH Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Marsh (MRSH) in Q4 2016, closing a stake of 211 shares — an estimated $14K sold.

Woodmont Investment Counsel first reported a position in MRSH in Q4 2015 and held it in 3 quarters. The position peaked at $14K in Q3 2016. 730 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Marsh position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 211 Marsh shares in Q4 2016, an estimated $14K.
  • Woodmont Investment Counsel first reported a position in Marsh in Q4 2015 and held it in 3 quarters.
  • Woodmont Investment Counsel's Marsh position peaked at $14K in Q3 2016.
  • 730 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.